Ipsen Advisor Group’s Coca-Cola KO Stock Holding History

Ipsen Advisor Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$207K	Sell	2,724 -371	-12%	-$28K	0.15%	100
2025 Q4	$216K	Buy	3,095 +14	+0.5%	+$976	0.15%	99
2025 Q3	$204K	Buy	3,081 +6	+0.2%	+$413	0.15%	100
2025 Q2	$218K	Sell	3,075 -110	-3%	-$7.84K	0.17%	95
2025 Q1	$228K	Sell	3,185 -103	-3%	-$6.88K	0.2%	87
2024 Q4	$205K	Buy	+3,288	New	+$215K	0.17%	93
2022 Q4	$246K	Buy	+3,861	New	+$233K	0.28%	89

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ipsen Advisor Group's KO Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $28K and leaving 2,724 shares worth $207K. The position accounts for 0.15% of the portfolio, ranked #100.

Ipsen Advisor Group first reported a position in KO in Q4 2022 and has held it in 7 quarters since. The position peaked at $246K in Q4 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Ipsen Advisor Group held 2,724 shares of Coca-Cola worth $207K as of Q1 2026.
Ipsen Advisor Group sold 371 Coca-Cola shares in Q1 2026, an estimated $28K.
Coca-Cola made up 0.15% of Ipsen Advisor Group's portfolio in Q1 2026, its #100 holding.
Ipsen Advisor Group first reported a position in Coca-Cola in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's Coca-Cola position peaked at $246K in Q4 2022.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.